Josh’s latest idea is a small natural gas producer with a dividend yield above 10%, backed by cash flow and significant upside potential. The setup is unique in that it combines strong cash returns with a clear framework for mitigating a known risk. Josh sees it as a mispriced opportunity with further upside if natural gas prices rise on growing AI data center and LNG demand.
This podcast episode highlights how Josh’s analysis examines the underlying fundamentals, the dynamics that have left the stock overlooked and undervalued, and outlines where his perspective differs from the market’s expectations.
Premium and pro subscribers can read the full write-up here: https://www.bisoninsights.info/p/undervalued-small-natural-gas-producer
